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Goldman Sachs BDC

203 hedge funds and large institutions have $450M invested in Goldman Sachs BDC in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

758% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $125K

21% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 61

2.97% less ownership

Funds ownership: 31.26%28.3% (-3%)

6% less funds holding

Funds holding: 216203 (-13)

15% less capital invested

Capital invested by funds: $528M → $450M (-$77.7M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
203
Holders Change
-13
Holders Change %
-6.02%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
74
Reduced
61
Closed
28
Calls
$1.07M
Puts
$125K
Net Calls
+$947K
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$669K +$131K +9,035 +23%
MML Investors Services
77
MML Investors Services
Massachusetts
$668K +$28.2K +1,938 +4%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$657K +$164K +11,311 +31%
AWM
79
Axxcess Wealth Management
California
$650K
KP
80
Keel Point
Alabama
$608K
TC
81
TownSquare Capital
Utah
$603K -$11.9K -817 -2%
WT
82
Whittier Trust
California
$594K +$628K +43,200 New
STA
83
Summit Trail Advisors
New York
$582K
Mariner
84
Mariner
Kansas
$569K +$58.8K +4,049 +11%
HG
85
Herbst Group
Connecticut
$564K -$13.8K -950 -2%
MLIC
86
Mandatum Life Insurance Company
Finland
$555K +$204K +14,015 +53%
BWP
87
Baldwin Wealth Partners
Massachusetts
$553K -$4.36K -300 -0.7%
PI
88
PFG Investments
New York
$545K +$153K +10,514 +36%
SWM
89
SeaCrest Wealth Management
New York
$545K +$180K +12,389 +46%
RWA
90
Redhawk Wealth Advisors
Minnesota
$538K +$48.9K +3,364 +9%
JWCA
91
J.W. Cole Advisors
Florida
$526K +$556K +38,242 New
WA
92
Waverly Advisors
Alabama
$518K +$23K +1,586 +4%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$514K -$3.92K -270 -0.7%
FFA
94
Founders Financial Alliance
North Carolina
$501K +$58.5K +4,029 +12%
PWM
95
Perigon Wealth Management
California
$495K -$6.87K -473 -1%
SCA
96
Snowden Capital Advisors
New York
$490K -$8.78K -604 -2%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$486K +$427K +29,365 +494%
GC
98
Guggenheim Capital
Illinois
$451K +$35.8K +2,466 +8%
RJT
99
Raymond James Trust
Florida
$442K +$50.3K +3,461 +12%
SA
100
Sanctuary Advisors
Indiana
$434K -$359K -24,714 -42%

GSBD Hedge Fund Activity: Q3 2024 in Review

203 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2024, worth a combined $450M — down 15% from $528M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GSBD and 18 opened new positions — a net loss of 10 holders — while 61 trimmed existing stakes and 74 added.

The largest buyer was International Assets Investment Management, adding an estimated $4.57M. The largest seller was Marshall Wace, cutting an estimated $14.6M.

  • 203 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2024, down from 216 in Q2 2024.
  • Funds reported $450M of Goldman Sachs BDC stock for Q3 2024, down 15% quarter-over-quarter.
  • 18 funds opened new Goldman Sachs BDC positions in Q3 2024 and 28 closed out, a net change of -10 holders.
  • The largest Goldman Sachs BDC buyer in Q3 2024 was International Assets Investment Management, an estimated $4.57M added.
  • The largest Goldman Sachs BDC seller in Q3 2024 was Marshall Wace, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2024.